2024: Core Portfolios All Outperform Benchmarks and Peers following Strategic Enhancements
As we step into 2025, I’d like to wish you and your loved ones a very Happy New Year. I hope you had a wonderful holiday season filled with joy and relaxation. I personally enjoyed a restful week in Phuket with my family – the perfect way to recharge...
5 Hong Kong Tech Stocks to Watch in 2024
The Hang Seng Index (HSI) which tracks the performance of the largest companies listed on the Hong Kong Stock Exchange (HKSE) rose to its highest level in March 2024.
In this article, we look at 5 of the best Hong Kong-listed tech stocks you can consider investing in.
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Tencent...
FOMC Update: What Do “Higher For Longer” Interest Rates Mean for Your Money?
Highlights:
In the May FOMC meeting, the US Federal Reserve (the Fed) sent mixed signals. It held its benchmark interest rate steady at a 23-year high of 5.25% to 5.5%, marking the sixth consecutive meeting where rates remained unchanged.Acknowledging the stubborn inflation, the Fed hinted that borrowing costs could remain...
Weekly KickStart | 2 March 2024
In a week marked by significant market movements, Bitcoin emerged as the standout performer, surpassing key milestones and fueling renewed investor interest in the digital asset space.
On Top of Our Mind This Week: Bitcoin Surges to New Heights Amid ETF Frenzy
Source: Bloomberg
Event Details:
Bitcoin, the leading cryptocurrency, experienced a surge...
Weekly KickStart | 24 February 2024
This week, the tech landscape witnessed a monumental event as NVIDIA delivered an extraordinary earnings report that surpassed all expectations, igniting a surge in investor enthusiasm.
On Top of Our Mind This Week: NVIDIA’s Record-breaking Earnings Surge
Source: Wall Street Journal
Event Details:
NVIDIA's earnings per share (EPS) soared to an astonishing $5.16...
Weekly KickStart | 17 February 2024
In a groundbreaking development for the tech industry, Nvidia, the leading AI chipmaker, has emerged as a formidable force, overtaking Alphabet, Google's parent company, in market capitalization. This shift underscores Nvidia's unparalleled growth trajectory fueled by its dominance in the AI space. Let's delve into the key insights from...
Weekly KickStart | 3 February 2024
This week, the tech landscape witnessed a significant milestone as two of the industry's giants, Microsoft and Alphabet, showcased their growing financial dependence on artificial intelligence (AI). The earnings releases from both companies illuminated the pivotal role that AI is playing in driving their growth trajectories. Let's delve into...
Weekly KickStart | 27 January 2024
This week marks a pivotal moment in the electric vehicle (EV) industry, but not one that Elon Musk's Tesla expected. Tesla, once the undisputed leader in the EV market, is grappling with significant challenges that have resulted in its worst start to a year. The company's struggles come as...
Weekly Kick Start | 20 January 2024
The 2024 World Economic Forum was held from 15 Jan to 19 Jan 2024. It is a significant annual event where world leaders and business executives come together to discuss key global issues. In this Weekly Kick Start, we will highlight the top takeaways from this important meeting.
On Top...
Weekly Kick Start | 13 January 2024
The US inflation rate in December unexpectedly climbed to 3.4%, surpassing the forecasted 3.2%. This development is crucial for investors and policymakers, signifying a complex path ahead for the Federal Reserve's monetary policy.
On Top of Our Mind This Week: US Inflation Rise in December - A Deeper Analysis
Source: Bloomberg
Data...